Week of August 31, 2009

What was done?

• updated getting started guide with updated info and added MyFD application and help page urls (the simplified ones)
• created draft of myfd newsletter including a prize section for those who tell us why their departments are still using paper.
• Provided feedback to Jeff Follman re: draft blurb about open financial data
  
• Updated activities for Managing Budgets class. Instead of having activities in both the slides and a handout, all activities are in one handout with the slides being separate.
• Testing Advantiv for FSNA Team and coordinating resources from Proc Cust Srvc and MyFD (Puja)
• Sat in on Basics of Fiscal Reporting in MyFD today.
  
• Set up class teaching schedule for Puja and me.
  
• Attended eFECS feedback session (handed out prizes and handouts)
  
• Draft of eFECS Training Activities
• Added an additional "Managing Budgets" class for the month of September
• Progress update for Melissa & Lisa
• Got Mara & Puja access to UWMC labs for office hours
• Drafted incentive program approach
• Taught "Managing Budgets" class
• Reviewed Learning Assessment answers w/ Proc Cust Support (graded all questions too)
• Reviewed group email process with Heather (primary tester) and Michelle
• Mentoring with Katy Folk-Way
• Updated Managing Budgets slide set and handouts
• Testing Decision Director for FSNA system
• Created screen powerpoint for eFECS training
  

What's targeted to be done?

• Follow up w/ Financial Accounting to see how they use the "budget prefix" website (how to id different budget types
• Linear graphic for eFECS (3 screens overview)
• Document cross training update for Melissa/Lisa/Pramilla/Jeff
• Document training activities for Administrative group
• Finalize handout for incentive program and calendar of events for eFECS beta testing
• Finish documenting FAQs for Proc Cust Srvc group
  

What you need to know.

• Possibly need to change our reactionnaires to 4-point scale to be consistent with how others in FM/Proc Srvs are reporting training satisfaction numbers
  

Other stuff

• Begin helping w/eTravel interview next week
• What do we have to do for FDI Dev/CS Meeting follow up (what are our action items?)

Kudos:

• Puja - for walking Sarah Moore through the expense transfer process for me
• Puja-Setting up the reactionnaires for eFECS
• Mara - Getting eFECS gmail account
• Mara- open and accepting of training input/feedback
  

Week of August 3, 2009

Work Completed for the week of August 3-11th

TRAINING:
1. Taught "Managing Budgets" class to 9 students

PROJECT WORK:
2. Created combined MyFD & eFECS work timeline (shared w/ Melissa, Lisa, Charles, Puja, Tamara and Matt) took about 6 hours time

CROSS TRAINING

1. Created list of questions for Mara/PS Cust Support Team and scheduled dates/times to review them (asked Puja to lead these sessions)
2. Reviewed Queries Workshop materials with Puja so she can deliver it while I'm out of the office (Aug 20th)
   
3. Scheduled check-ins w/ Lisa/Dawna/Gwen
4. Created new activities for "managing" class
5. Introduced Matt Lambert to Financial Management Leaders
6. Will rotate group email responsibilities between MyFD and Proc Services Cust Support Team upon my return (each day a different "watcher")
7. 
   

MyFD CUSTOMER SERVICE WORK

1. Helped with group email/phone

TO DO:

1. write newsletter and pass on to Puja for review/publishing
2. 
   

CHECK-IN WITH MELISSA

1. Before we ask the developers, "can you do this" we should be asking ourselves what priority is the change we're requesting. They have to have this in order to prioritize their work.
2. Make sure we're emailing fido@uw.edu, not individual developers
3. Marketing/Outreach
4. Matt's role on project team
5. if we ever feel like we're not getting enough info, we need to speak up
6. Project will not operate like it did in the past

CHECK-IN WITH LISA

1. workign to identify roles/responsibilites for testing
2. reviewing timeline (the one i'd created)
3. outlining other development tasks
   
4. 
   

OTHER Items:

1. Group email coding
2. BAR/BSR Process
3. Newsletter
4. goal for # of emails to keep in group email box (so we don't end up with hundreds to sift through
5. continue to blog while I'm out of the office

Future Staff Meeting

1. review recognition forms
2. discuss newsletter topics such as, "did you know that in myfd, you can......." (fill in the blank and have one of these each month?)
3. Understand what Puja learned from Reconciliation Meetings